Episode 81: Behavioral Finance Strategies & Best Practices with Orion’s Dr. Daniel Crosby

Orion's The Weighing Machine

English - April 08, 2021 17:15 - 50 minutes - ★★★★★ - 11 ratings
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Previous Episode: Episode 80: Commodities Uncovered丨Guest: PIMCO’s Klaus Thuerbach

Next Episode: Income Investing and Risk Management with Scott Ladner

In today’s episode, we discuss behavioral finance as a practical tool for advisors to enhance their business & strengthen client relationships. A deep understanding of these strategies can help advisors identify bias while better understanding investor behavior and the overall market. Guest: Orion Advisor Solutions’ Dr. Daniel Crosby.

Show Notes:

Brinker Capital Investments Blog Post: Positioning yourself as a behavioral coach

Ted Talks from Dr. Daniel Crosby:

TEDxHuntsville - Daniel Crosby - You're Not That Great: A Motivational Speech - Discussed on podcast.

Sex, Funds, & Rock N' Roll: Daniel Crosby at TEDxHuntsville

Can being weird make you rich and happy?: Daniel Crosby at TEDxBYU

Latest Books by Dr. Daniel Crosby

The Laws of Wealth: Psychology and the secret to investing success

The Behavioral Investor

Rusty on The Meb Faber Show Podcast

Dr. Daniel Crosby on The Meb Faber Show Podcast

1198-OAS-04/08/2021